See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,897 | $70,475-56.2% | $100,516-69.3% | $79,858-61.3% |
| Participation rate | 51.6% | 73.7%-22.0pp | 79.4%-27.8pp | 69.6%-18.0pp |
| Annual return | 12.88% | 21.90%-9.0pp | 30.89%-18.0pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,339 | $2,165-38.2% | $3,418-60.8% | $2,471-45.8% |
| Participant deferral / active EE | $4,578 | $5,181-11.6% | $6,270-27.0% | $3,740+22.4% |
| Admin fee / account holder | $9,251 | $4,478+106.6% | $8,081+14.5% | $5,306+74.3% |